Cortado managed workflows
Approved FAQ Search
Reuse an approved source and give unresolved staff questions an owner.
Managed delivery · fixed recipe v1What you receive
- Trigger
- A staff member asks about a selected approved source.
- Inputs we need
- Authorized text with a version reference, named operator/reviewer, expiry, question cap and gap-review hours.
- Delivered work
- One cited verbatim passage or explicit abstention; a saved lookup and owned task for unresolved questions.
- Measurement
- Supported lookups → unresolved questions → evidenced gap review → approved source revision.
- Outside this scope
- No PDF/OCR ingestion, semantic synthesis, external search, confidential employee-level access control or policy decisions. Keywords select excerpts; owners verify the source.
Proposed pilot: $750 / 30 days / up to one source and 25 distinct questions. Named operator and reviewer required before service starts. Meeting Actions and Client Onboarding create tasks inside Cortado; follow-up messages are delivered by your operator through the approved channel.
Request this pilot Open operator workflow
Prepare your setup brief
Five fields. No open-ended “tell us what to build.” Download the result and bring it to your kickoff. Nothing is submitted or emailed from this form.